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Understand → map → build → improve

We do not begin with a generic ERP template. We begin with the actual business process.

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Different businesses, different workspaces

Solar vendors, CA firms, distributors, contractors and service businesses can each have a very different system.

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Tell us how your business works

Share the current process, team size, repeated tasks and problems. We’ll use that to scope the workspace.

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Business lookup tools

Find classification information and reach the complete tools hub.

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LEGAL CENTRE · Free Planning Tool

Smart Business Compliance Checklist.

Tell us a few facts about the business. The tool instantly builds a practical starter list of registrations and compliance areas that may be relevant, with direct links to matching LEGAL CENTRE services.

Business profile

No login or paid API required. Your answers stay in this page and are used only to build the checklist.

Why no turnover threshold question? Registration thresholds and exceptions can depend on activity, state, transaction type and current law. This tool avoids pretending that one number decides every case.

Your starter checklist

Results are planning prompts, not a declaration that every item is legally mandatory for your exact facts.

Complete the business profile and click Build My Checklist.
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